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Empower your team with the tools they need to excel in their roles today and grow as influential leaders within your organization.
Enroll your staff in one of our public cohorts or inquire about a custom training solution.
Boost Your Team’s Skills Efficiently
Why Galasso Learning Solutions?
At GLS, we understand the critical role of talent development. Our level training programs are designed for staff auditors at all levels, from entry-level hires to experienced seniors. Covering essential auditing principles, industry regulations, and best practices, we ensure auditors possess the crucial skills and knowledge necessary for success in their roles. Our approach is interactive, incorporating case studies and practical examples, ensuring a dynamic and engaging learning experience. Plus, we take a few moments to infuse some fun into the training, making the educational journey enjoyable and impactful.
Budget Friendly for Groups of All Sizes
About Our Public Cohorts
Do your interns only receive on the job training but no formal classroom experience? Do you not have enough staff at level to host your own level training? Or do you need to train an off-cycle new hire? GLS can help!
In addition to custom training tailored for specific firms, we proudly offer public cohorts where firms can register as few or as many participants as needed. Whether you lack sufficient staff at a particular level or have a rolling new hire process, our public cohorts for Level 1 through 4 provide a solution. These courses are deliberately kept small for optimal interaction with the instructor, and they create an environment for your staff to not only learn but also connect with peers from different firms. Attendees will participate in engaging group discussions, join in collaborative case studies, and even take part in a fun and competitive game show!
At GLS, we’re methodology-agnostic; auditing principles are not dependent on the type of third-party practice aids utilized. The identification of assertions doesn’t change between firms! Therefore, we can provide your staff with a rock-solid foundation and audit best practices, while leaving any potential firm-specific content to you. Firms that register three or more attendees for a single cohort receive an extra bonus. However, single staffers are always welcome. With various cohorts starting throughout the year, your next training opportunity is just a click away. Explore our upcoming cohorts by clicking below.
Upcoming Audit Level Training Cohorts
Level 1: New Hires & Interns
January 12, 14, 19, & 21, 2027
Level 2: Experienced Associate
October 20, 22, 27, & 29, 2026
Level 3: New Seniors
December 8, 10, 15, & 17, 2026
Level 4: Experienced Seniors
November 10, 12, 17, & 19, 2026
2026 Level 1 Audit Training
January 13, 15, 20, & 22, 2026 from 12:30 – 4:30 PM ET
Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessions. The training will explain how to audit cash, inventory, expenses & payables, as well as property, plant, & equipment. It will also introduce the basic assertions and risks applicable to these accounts. Additionally, it will provide an introduction to ethics and professional skepticism, risk assessment, internal control fundamentals, and best practices for work papers and audit documentation.
Level 1 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 1 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course participants will be able to:
- Recall the audit assertions applicable to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Recognize risks & threats related to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Identify substantive auditing procedures that are used to obtain comfort over Cash, Inventory, Expenses & Payables, and Property, Plant, & Equipment
- Describe the five components of COSO
- Recall the limitations of internal controls
- Recognize noncompliance with ethical standards during engagements
- Recall the five fundamental principles of ethics for professional accountants
- Perform risk assessment procedures during an engagement
- Recall parts of the audit risk model
Agenda:
o Day 1: Tuesday, January 13, 2026
- Welcome and Introductions
- Best Practices: Introduction Ethics and Professional Skepticism
- How to Audit: Cash
o Day 2: Thursday, January 15, 2026
- Introduction to Risk Assessment
- How to Audit: Inventory
- Q&A and Closing
o Day 3: Tuesday, January 20, 2026
- Welcome and Network Building
- Internal Control Fundamentals
- How to Audit: Expenses & Payables
o Day 4: Thursday, January 22, 2026
- Best Practices: Audit Workpapers & Proper Documentation
- How to Audit: PP&E
- Q&A and Closing
Who Should Attend:
- Audit staff who have less than one year of experience or would like to solidify their foundational knowledge
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Regulatory Ethics
- Prerequisites | None
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 1 Audit Training
June 15, 17, 22, & 24, 2026 from 12:30 – 4:30 PM ET
Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessions. The training will explain how to audit cash, inventory, expenses & payables, as well as property, plant, & equipment. It will also introduce the basic assertions and risks applicable to these accounts. Additionally, it will provide an introduction to ethics and professional skepticism, risk assessment, internal control fundamentals, and best practices for work papers and audit documentation.
Level 1 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 1 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course participants will be able to:
- Recall the audit assertions applicable to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Recognize risks & threats related to the Cash, Inventory, Expenses & Payables, and PP&E balances
- Identify substantive auditing procedures that are used to obtain comfort over Cash, Inventory, Expenses & Payables, and Property, Plant, & Equipment
- Describe the five components of COSO
- Recall the limitations of internal controls
- Recognize noncompliance with ethical standards during engagements
- Recall the five fundamental principles of ethics for professional accountants
- Perform risk assessment procedures during an engagement
- Recall parts of the audit risk model
Agenda:
o Day 1: Monday, June 15, 2026
- Welcome and Introductions
- Best Practices: Introduction Ethics and Professional Skepticism
- How to Audit: Cash
o Day 2: Wednesday, June 17, 2026
- Introduction to Risk Assessment
- How to Audit: Inventory
- Q&A and Closing
o Day 3: Monday, June 22, 2026
- Welcome and Network Building
- Internal Control Fundamentals
- How to Audit: Expenses & Payables
o Day 4: Wednesday, June 24, 2026
- Best Practices: Audit Workpapers & Proper Documentation
- How to Audit: PP&E
- Q&A and Closing
Who Should Attend:
- Audit staff who have less than one year of experience or would like to solidify their foundational knowledge
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Regulatory Ethics
- Prerequisites | None
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2027 Level 1 Audit Training
January 12, 14, 19, & 21, 2027 from 12:30 – 4:30 PM ET
Level 1 Audit Training provides new hires, interns, and auditors with less than one year of experience with a practical foundation for performing audit work. This 16-credit program introduces ethics and professional skepticism, risk assessment, internal controls, audit documentation, and substantive auditing procedures for cash, inventory, expenses and payables, and property, plant, and equipment.
Through practical examples and interactive exercises, participants learn how assertions, risks, controls, audit evidence, and documentation connect across an engagement. The program is designed to help new auditors understand not only which procedures to perform, but also why those procedures are performed and how their work supports the broader audit.
Upon completion of this program, participants will be able to:
- Recognize ethical considerations applicable to audit engagements.
- Identify substantive audit procedures used to audit cash.
- Perform foundational risk assessment procedures during an engagement.
- Identify substantive audit procedures used to audit inventory.
- Describe the five components of the COSO framework.
- Identify substantive audit procedures used to audit expenses and payables.
- Identify common deficiencies in audit documentation.
- Identify substantive audit procedures used to audit property, plant, and equipment.
Agenda:
o Day 1: Tuesday, January 12, 2027
- Best Practices: Introduction to Ethics and Professional Skepticism
- How to Audit: Cash
o Day 2: Thursday, January 14, 2027
- Introduction to Risk Assessment
- How to Audit: Inventory
o Day 3: Tuesday, January 19, 2027
- Internal Control Fundamentals
- How to Audit: Expenses & Payables
o Day 4: Thursday, January 21, 2027
- Best Practices: Audit Workpapers & Proper Documentation
- How to Audit: PP&E
Who Should Attend:
- Audit staff who have one year or less of experience or would like to solidify their foundational knowledge
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Regulatory Ethics
- Prerequisites | None
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancellation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances, including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best possible training course. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 2 Audit Training
June 16, 18, 23, & 25, 2026 from 12:30 – 4:30 PM ET
Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The training will explain how to audit prepaid expenses, revenue & receivables, investments, and accounting estimates. It will also build on the internal control fundamentals by demonstrating how to perform walkthroughs of the revenue cycle, as well as covering best practices in how to handle client interactions in a professional manner. Learners will also explore other types of engagements including preparation, compilation, and reviews.
Level 2 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. By the end of the program, attendees will be more confident and competent auditors with a solid understanding of key audit areas.
Upon completion of this course, participants will be able to:
- Recall the audit assertions applicable to the investments, revenue & receivables, and prepaid expense balances
- Recognize risks & threats related to the investments, revenue & receivables, and prepaid expense balances
- Identify substantive auditing procedures that are used to obtain comfort over investments, revenue & receivables, prepaid expenses
- Recall the purpose of a walkthrough
- Perform proper procedures while conducting a walkthrough
- Identify red flags that may arise while performing walkthrough procedures
- Perform procedures during a walkthrough of the revenue cycle
- Recall the parts of the revenue cycle
- Identify control deficiencies while performing a walkthrough of the revenue cycle
- Recall best practices in professionalism during oral and written communication with clients
- Perform audit procedures to obtain comfort over the reasonableness of management’s estimates
- Recall circumstances that require accounting estimates
- Recognize the differences between preparation, compilation, & review engagements
- Identify the specific procedures related to preparation, compilation, & review engagements
Agenda:
o Day 1: Tuesday, June 16, 2026
- How to Audit: Prepaid Expenses
- Best Practices: Introduction to Conducting Meaningful Walkthroughs
o Day 2: Thursday, June 18, 2026
- How to Audit: Revenue & Receivables
- Performing Walkthroughs: Revenue Cycle
o Day 3: Tuesday, June 23, 2026
- Power Skills: Your Guide to Professionalism and Client Interactions
- How to Audit: Accounting Estimates
o Day 4: Thursday, June 25, 2026
- How to Audit: Investments
- Preparation, Compilation, & Review Engagements
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | One year of audit experience
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 2 Audit Training
October 20, 22, 27, & 29, 2026 from 12:30 – 4:30 PM ET
Level 2 Audit Training is designed for experienced associates who are ready to assume greater responsibility and work more independently on engagements. This 16-credit program develops technical skills related to prepaid expenses, revenue and receivables, accounting estimates, and investments while strengthening participants’ understanding of internal controls through meaningful walkthroughs.
Participants will learn how to perform walkthrough procedures, apply those procedures to the revenue cycle, and recognize control deficiencies encountered during the process. The program also introduces preparation, compilation, and review engagements and develops the professionalism and communication skills necessary for effective client interactions.
Upon completion of this program, participants will be able to:
- Identify substantive audit procedures applicable to prepaid expenses.
- Perform appropriate procedures during an internal control walkthrough.
- Distinguish preparation, compilation, and review engagements.
- Recall best practices for professional client communication.
- Identify substantive audit procedures applicable to revenue and receivables.
- Identify common control deficiencies during a revenue-cycle walkthrough.
- Perform audit procedures to evaluate management’s accounting estimates.
- Identify substantive audit procedures applicable to investments.
Agenda:
o Day 1: Tuesday, October 20, 2026
- How to Audit: Prepaid Expenses
- Best Practices: Introduction to Conducting Meaningful Walkthroughs
o Day 2: Thursday, October 22, 2026
- Preparation, Compilation, & Review Engagements
- Power Skills: Your Guide to Professionalism and Client Interactions
o Day 3: Tuesday, October 27, 2026
- How to Audit: Revenue & Receivables
- Performing Walkthroughs: Revenue Cycle
o Day 4: Thursday, October 29, 2026
- How to Audit: Accounting Estimates
- How to Audit: Investments
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Communications and Marketing
- Prerequisites | One year of audit experience
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancellation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances, including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best possible training course. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 2 Audit Training
December 7, 9, 14, & 16, 2026 from 12:30 – 4:30 PM ET
Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The training will explain how to audit prepaid expenses, revenue & receivables, investments, and accounting estimates. It will also build on the internal control fundamentals by demonstrating how to perform walkthroughs of the revenue cycle, as well as covering best practices in how to handle client interactions in a professional manner. Learners will also explore other types of engagements including preparation, compilation, and reviews.
Level 2 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. By the end of the program, attendees will be more confident and competent auditors with a solid understanding of key audit areas.
Upon completion of this course, participants will be able to:
- Recall the audit assertions applicable to the investments, revenue & receivables, and prepaid expense balances
- Recognize risks & threats related to the investments, revenue & receivables, and prepaid expense balances
- Identify substantive auditing procedures that are used to obtain comfort over investments, revenue & receivables, prepaid expenses
- Recall the purpose of a walkthrough
- Perform proper procedures while conducting a walkthrough
- Identify red flags that may arise while performing walkthrough procedures
- Perform procedures during a walkthrough of the revenue cycle
- Recall the parts of the revenue cycle
- Identify control deficiencies while performing a walkthrough of the revenue cycle
- Recall best practices in professionalism during oral and written communication with clients
- Perform audit procedures to obtain comfort over the reasonableness of management’s estimates
- Recall circumstances that require accounting estimates
- Recognize the differences between preparation, compilation, & review engagements
- Identify the specific procedures related to preparation, compilation, & review engagements
Agenda:
o Day 1: Monday, December 7, 2026
- How to Audit: Prepaid Expenses
- Best Practices: Introduction to Conducting Meaningful Walkthroughs
o Day 2: Wednesday, December 9, 2026
- How to Audit: Revenue & Receivables
- Performing Walkthroughs: Revenue Cycle
o Day 3: Monday, December 14, 2026
- Power Skills: Your Guide to Professionalism and Client Interactions
- How to Audit: Accounting Estimates
o Day 4: Wednesday, December 16, 2026
- How to Audit: Investments
- Preparation, Compilation, & Review Engagements
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | One year of audit experience
- Advanced Preparation | None
- Program Level | Basic
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 3 Audit Training
May 18, 20, 27, & 29, 2026 from 12:30 – 4:15 PM ET
Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, sampling, auditing contingencies and going concern, and the use of an auditor’s specialist. Throughout the series, we will provide context on what constitutes sufficient appropriate audit evidence and will also introduce trends in financial statement fraud.
In addition to honing their technical competencies, the curriculum will introduce power skills including project management, feedback, and delegation to support your new seniors as they take on their newly expanded client-facing role.
Level 3 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 3 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.
Upon completion of this course, participants will be able to:
- Recognize the risks and threats of adjusting journal entries
- Recognize the controls over recording journal entries at an entity
- Identify the substantive procedures that should be used to obtain comfort while testing journal entries
- Identify the sufficiency and appropriateness of audit evidence while performing an engagement
- Describe the relevance and reliability of audit evidence
- Recall techniques for collecting audit evidence on engagements
- Describe the various sampling methodologies
- Recall sampling risks
- Identify the factors that influence sample size
- Recall the various types of analytical procedures that can be used as substantive testing
- Describe the steps to properly perform analytical procedures
- Recall the differences between preliminary and final analytics on engagements
- Recall best practices in project management necessary for senior associates
- Perform effective performance evaluations of staff
- Identify situations when the auditor should utilize the work of a specialist
- Describe the documentation requirements in audit workpapers when the work of a specialist is used
- Recall the auditor requirements for evaluating the work of a specialist
- Recall trends in financial statement fraud
- Identify examples of financial statement fraud
- Recall auditing requirements for contingencies
- Recall the auditor’s responsibilities for evaluating the appropriateness of going concern accounting and disclosure
Who Should Attend:
- Audit staff with more than two years of experience
Agenda:
o Day 1: Monday, May 18, 2026
- Guide to Sampling for Substantive Testing
- Best Practices: Journal Entry Testing
o Day 2: Wednesday, May 20, 2026
- Evaluating Sufficiency & Appropriateness of Audit Evidence
- Performing Effective Analytical Procedures
o Day 3: Wednesday, May 27, 2026
- Power Skills: Your Guide to Delegation, Project Management, and Feedback
- Using the Work of the Auditor’s Specialist
o Day 4: Friday, May 29, 2026
- Auditing Contingencies & Going Concern
- Fraud Trends
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 3 Audit Training
December 8, 10, 15, & 17, 2026 from 12:30 – 4:15 PM ET
Level 3 Audit Training is designed for new seniors transitioning into a role that requires greater professional judgment, staff leadership, and responsibility for engagement execution. This 16-credit program strengthens technical skills related to audit evidence, analytical procedures, use of an auditor’s specialist, contingencies, going concern, and fraud.
Participants will examine common fraud schemes and trends identified in the 2026 Report to the Nations, practical approaches organizations use to prevent and detect fraud, and the auditor’s responsibilities related to fraud under AU-C 240.
The program also develops the professional skills necessary to manage the demands of the senior role, including time management, delegation, project management, and staff feedback. Participants will explore practical techniques for prioritizing responsibilities, maintaining focus, and managing demanding workloads. They will also examine ethical risks associated with the use of artificial intelligence in the accounting profession, including data privacy, bias, overreliance on AI-generated output, professional judgment, and skepticism.
Upon completion of this program, participants will be able to:
- Identify practical tools for organizing tasks and managing professional responsibilities.
- Identify ethical considerations associated with the use of artificial intelligence in the accounting profession.
- Evaluate the sufficiency and appropriateness of audit evidence.
- Describe the steps required to perform effective analytical procedures.
- Recall effective project-management practices for professional engagements.
- Select effective approaches for delegating work and providing staff feedback.
- Identify situations in which the auditor should utilize the work of a specialist.
- Recall auditing requirements applicable to contingencies and going concern.
- Recognize common fraud schemes and trends identified in the 2026 Report to the Nations.
- Identify preventive measures organizations use to deter fraud.
- Identify the auditor’s responsibilities related to fraud under AU-C 240.
Who Should Attend:
- Audit staff with more than two years of experience
Agenda:
o Day 1: Tuesday, December 8, 2026
- Time Management That Works: Priorities, Focus, and Productivity
- The Risks of Artificial Intelligence
o Day 2: Thursday, December 10, 2026
- Evaluating Sufficiency & Appropriateness of Audit Evidence
- Performing Effective Analytical Procedures
o Day 3: Tuesday, December 15, 2026
- Power Skills: Your Guide to Delegation, Project Management, and Feedback
- Using the Work of the Auditor’s Specialist
o Day 4: Thursday, December 17, 2026
- Auditing Contingencies & Going Concern
- All About Fraud: Trends, Prevention, and Auditing
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Personal Development, Information Technology
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancellation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances, including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best possible training course. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 4 Audit Training
January 27 & 29 and February 3 & 5, 2026 from 12:30 – 4:15 PM ET
Level 4 Audit Training covers the important role of the experienced senior in risk assessment planning. The risk assessment standards require the auditor to identify risks, assess risks and then respond to those risks. We’ll review the requirements for each phase of risk assessment. The risk assessment standards also require auditors to understand the entity and its environment including internal controls. Auditors must identify internal controls relevant to the audit and determine whether certain controls are appropriately designed and implemented. This course will walk through how auditors should identify controls and evaluate whether they are properly designed. We’ll also look at best practices in documenting walkthroughs including identification of key controls. The second week will include round tables with discussion of best practices in the area of planning, preliminary analytics, data analytics, preparing clients and staff for new pronouncements, project management, identifying value added services, and reviewing workpapers. Teams will also be assigned a topic to prepare a presentation for the entire class (plus some guests!) on the last day. We’ll close with a game show to apply what we learned, with the winning group taking home a prize!
Upon completion of this course, participants will be able to:
- Describe the five components of COSO
- Recognize the audit risk model
- Identify risks using an assertion based methodology
- Perform risk assessment procedures compliant with AU-C 315
- Recall how to link responses to identified risks
- Identify and sell consulting opportunities
- Recall the role of planning in an audit
- Perform preliminary analytics in compliance with the standards
- Create a plan for implementing new standards
- Recall best practices in project management
- Identify common deficiencies in workpapers
- Prepare a formal presentation
- Describe best practices in technical research
Who Should Attend:
- Experienced audit seniors
Agenda:
o Day 1: Tuesday, January 27, 2026
- Advanced Risk Assessment & Internal Controls
- Group Project Preparation
o Day 2: Thursday, January 29, 2026
- Group Project Work
- Round Table Discussions
o Day 3: Tuesday, February 3, 2026
- FASB Update & Analytics Review
- Project Management & Workpaper Review
o Day 4: Thursday, February 5, 2026
- Group Presentations
- Identifying Value-Added Services
- Game Show & Wrap-Up
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancelation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best training course possible. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
2026 Level 4 Audit Training
November 10, 12, 17, & 19, 2026 from 12:30 – 4:15 PM ET
Level 4 Audit Training is designed for experienced seniors assuming greater responsibility for audit planning, risk assessment, engagement execution, project management, and client relationships. This 16-credit program provides advanced application of risk assessment and internal control concepts and develops participants’ ability to perform and supervise substantive sampling and journal entry testing.
Participants will build practical project-management skills to better plan, execute, and communicate throughout their engagements. They will explore practical approaches to defining scope, managing timelines and risks, coordinating stakeholders, and supporting effective team communication. The program also introduces the role of peer review in audit quality, as well as the auditor’s responsibilities when communicating with those charged with governance.
Finally, participants will explore how experienced auditors can recognize client needs beyond the audit while clearly managing engagement scope and maintaining independence. The program emphasizes practical business development concepts, including identifying value-added opportunities while managing scope creep, engagement expectations, and independence considerations.
Upon completion of this program, participants will be able to:
- Apply risk assessment procedures to identify and assess risks of material misstatement.
- Evaluate the design and implementation of relevant internal controls.
- Identify factors that influence sample size when performing substantive testing.
- Identify substantive procedures used when testing journal entries.
- Develop a high-level project plan for a professional services engagement.
- Analyze common project risks affecting engagement performance.
- Recall the purpose and key requirements of peer review.
- Identify required communications with those charged with governance.
- Identify value-added service opportunities while maintaining independence when providing nonaudit services to audit clients.
Who Should Attend:
- Experienced audit seniors
Agenda:
o Day 1: Tuesday, November 10, 2026
- Advanced Risk Assessment & Internal Controls – Part 1
- Advanced Risk Assessment & Internal Controls – Part 2
o Day 2: Thursday, November 12, 2026
- Guide to Sampling for Substantive Testing
- Best Practices: Journal Entry Testing
o Day 3: Tuesday, November 17, 2026
- Project Management – Part 1
- Project Management – Part 2
o Day 4: Thursday, November 19, 2026
- What is Peer Review & Communication with Those Charged with Governance
- Identifying Value-Added Services
CPE Accreditation:
- Recommended Hours of CPE | 16 Hours
- Field of Study | Auditing, Business Management & Organization
- Prerequisites | Two years of audit experience
- Advanced Preparation | None
- Program Level | Intermediate
- Delivery Method | Group Internet Based
Registration, Cancellation, and Refunds:
- To register for this session, please go to https://galassolearningsolutions.com/level-training-checkout/
- To be awarded the full credit hours, participants must be present and must participate in polling questions.
- All sales are final for Level Training public cohorts unless otherwise noted in a written agreement. Refunds will not be issued if attendees fail to attend or do not complete the required attendance checks necessary to earn CPE credits. However, reasonable accommodations will be made in extenuating circumstances, including transferring the learner’s enrollment to a different event series and/or swapping the enrollment to a different learner.
- GLS will make every effort to provide the best possible training course. Please contact Frank Galasso at operations@galassolearningsolutions.com within 10 business days of the event if you are not completely satisfied with the program and wish to file a complaint.
Galasso Learning Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
GLS Delivers the Training Blue & Co. Was Missing
Staff Level Training Case Study
Blue & Co. was ready to evolve their audit staff training. While their prior programs served them well for years, the team was looking for content that was better aligned with their current systems and reflected how their staff worked day to day. That’s where GLS Level Training came in. With clearly defined learning objectives, practical examples, and a structured progression through levels one through four, the program delivered content that resonated. Staff found it engaging and applicable, and internal feedback soared, earning the highest participant ratings the firm had seen in four years.
Real Stories, Real Results
Testimonials
“I really enjoyed the time spent with this CPE. A lot of CPE events we attend are long and drawn out, making people want to work on other tasks, fall asleep, or zone out, and I think this course does a great job of keeping people engaged and learning the entire time. I’ve already told the partners at my firm that I love the presenter and I would 100% want to enroll in another course. I believe that this was a perfect intro course that covers a lot of material, but is great!”
“She is so fun and explains the correct answer after polling questions if not everyone got the correct answer so that way people can understand why they may have gotten the answer wrong. The material is beginner friendly for people like me who are new to the auditing world, and she does an amazing job of making people not feel embarrassed or alone for not knowing something”
Tailored Onsite Training Solutions
About Custom In-House
Want a private session for your team? Want to partner with GLS for a portion of your staff training?
At GLS, we partner with CPA firms and other organizations to provide a custom level training experience. Together, we identify and incorporate topics tailored specifically for your staff. Our approach even allows for a seamless blend of firm specific content taught by your internal staff and GLS training content delivered by our training facilitators. Whether online or in person, we craft a custom learning experience to ensure a successful learning experience for your staff. Let us partner with you to create a training program that meets your unique needs and empowers your team for success!
Making Complex Topics Easy to Understand
Testimonials
“At TPG, we place a high priority on providing top-tier training and development opportunities to our team. It’s our belief that continuous learning and skill enhancement are crucial for maintaining our leading edge in the industry. To support this commitment, we sought a specialized training partner and found an exceptional ally in GLS. Their custom-designed level training program was meticulously tailored to meet our specific educational needs, encompassing essential areas such as risk assessment, analytical procedures, and in-depth knowledge in auditing cash, receivables, inventory, accounts payable, long-term debt, pensions, and OPEB, among others. GLS’s approach to training not only aligned with our high standards but also significantly contributed to enriching our team’s expertise.
Jaclyn, who facilitates our training, was exceptional. Her deep knowledge of the subjects was matched by her skillful presentation techniques, making complex topics easily understandable. Her mastery in voice modulation and strategic use of pauses kept the session engaging and interactive. Remarkably, even in a virtual setting, she maintained our attention throughout, ensuring that the training was not only informative but also captivating.”
KENNETH H. PUN, CPA, CGMA
Managing Partner/CEO
The Pun Group LLC
Establishing the Fundamentals
Level 1: New Hires & Interns
Level 1 Audit Training is designed for new hires, interns, and auditors with less than one year of experience. Participants build a practical foundation in the audit process while learning how to audit common financial statement areas and apply core concepts such as risk assessment, internal controls, ethics, professional skepticism, and documentation.
Interactive exercises and real-world examples help participants connect individual audit procedures to the broader engagement and build confidence for the work they will encounter early in their careers.
This training covers key audit areas including:
Auditing cash, inventory, expenses & payables, and PP&E
Risk assessment and internal control fundamentals
Ethics, professional skepticism, and audit documentation
Leveling Up Your Staff
Level 2: Experienced Associate
Level 2 Audit Training is designed for experienced associates who are ready to take on more complex audit areas and greater responsibility during engagements. Participants strengthen their technical skills in accounting estimates, investments, prepaid expenses, and revenue & receivables while building a deeper understanding of internal controls through meaningful walkthroughs.
The program also develops the professionalism and client communication skills needed to work more independently and introduces preparation, compilation, and review engagements.
This training covers key audit areas including:
Auditing estimates, investments, prepaid expenses, and revenue & receivables
Conducting meaningful walkthroughs, including the revenue cycle
Professional client interactions and preparation, compilation & review engagements
Strengthen New Leaders
Level 3: New Seniors
Level 3 Audit Training is designed for new seniors balancing expanded technical responsibilities with the need to manage people, priorities, and engagement responsibilities. Participants strengthen their professional judgment across key audit areas while developing practical skills to succeed in the transition to senior.
The program also addresses time management, delegation, project management, feedback, ethical considerations associated with artificial intelligence, and current fraud risks and trends.
This training covers key audit areas including:
Audit evidence, analytical procedures, specialists, contingencies & going concern
Fraud risks, trends, and auditor responsibilities, plus ethical considerations associated with artificial intelligence
Delegation, project management, feedback, and time management
Assessing Risk and Enhancing Team Performance
Level 4: Experienced Seniors
Level 4 Audit Training is designed for experienced seniors taking greater ownership of audit planning, risk assessment, engagement execution, and client relationships. Participants move deeper into risk assessment and internal controls while strengthening their ability to perform and supervise substantive sampling and journal entry testing.
The program also develops project management and communication skills and explores how experienced seniors can identify additional client needs while maintaining appropriate audit scope and independence.
This training covers key audit areas including:
